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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,002 | $101,591-74.4% | $147,096-82.3% | $74,429-65.1% |
| Participation rate | 61.6% | 75.5%-13.9pp | 82.2%-20.5pp | 67.2%-5.6pp |
| Annual return | 9.42% | 8746.45%-8737.0pp | 419.75%-410.3pp | 1368.38%-1359.0pp |
| Employer contribution / active EE | $1,291 | $3,813-66.1% | $4,936-73.8% | $2,625-50.8% |
| Participant deferral / active EE | $1,612 | $7,302-77.9% | $8,071-80.0% | $4,348-62.9% |
| Admin fee / account holder | $2,056 | $1,750+17.5% | $13,005-84.2% | $1,944+5.8% |